Lori E. Smith Email & Phone Number

Boston, Massachusetts, United States

Boston, Ma

Boston, Ma

Lead a team of strategists responsible for the design and delivery of results-driven marketing programs for Financial Engines’ most complex institutional 401(k) client relationships.-Identify and implement meaningful and high-impact customized communication programs focused on improving participant engagement, increasing advice solution adoption, generating financial profitability, and positively impacting retirement readiness outcomes -Develop and direct successful marketing programs for IBM, Microsoft, Boeing, and Ford -Use deep experience with personalization and multi-channel delivery approaches to drive recommendations; measure results and effectiveness of communications to influence future outreach efforts-Build trusted partnerships with sponsors, relationship managers, and account team; consult and problem solve to strengthen relationships-Help drive inception and optimization of value-add marketing programs to support team and business goals

Boston, Ma

Boston, Ma

Developed integrated marketing communications strategies for existing and prospective 401(k) plan clients. In 2015, my position transferred to Empower Retirement, which was created from the merger of the retirement businesses of Putnam Investments, JPMorgan, and Great-West Financial.-Successfully initiated and managed ongoing education programs for a roster of large and complex clients, including ITW and Barclays, to improve plan metrics and meet evolving participant needs-Partnered closely with internal agency colleagues including writers, designers, and multimedia producers to develop effective creative content to motivate individuals to improve income replacement ratios-Represented communications in the sales process, including RFP content support, participant experience solutions and services, and finals presentations and site visits-Aided the development and maintenance of an extensive library of templated communications -Supported Putnam’s retail product marketing as needed

Boston, Ma

Drove the execution of strategic marketing objectives within the demanding, fast-paced, and complex Global Wealth and Investment Management division.-Delivered meaningful initiatives that supported the aggressive business goals for Banking, Credit, and Lending solutions within Merrill Lynch Wealth Management, Wealth Management Banking, and U.S. Trust-Positively influenced acquisition and deepened opportunities through delivery of print, direct mail, online client programs and advisor outreach that focused on deposit and cash management solutions -Collaborated closely and proactively with multiple lines of business, legal, and risk partners to monitor, maintain, and enhance marketing content and communications for compliance accuracy, risk mitigation, and brand and messaging effectiveness -Managed multi-million-dollar marketing program budget and agency scope of work-Effectively contributed to growth of retirement business through national print advertising -Improved awareness and adoption of self-directed investing business via marketing support for key service initiatives and client acquisition strategies

Boston, Ma

Mercer HR Services formed in 2005 from the merger of Putnam Investments’ institutional retirement business with the outsourcing business of Mercer HR Consulting. At Putnam, I was responsible for creating and implementing effective marketing communications programs that positioned Putnam as a leader and innovator in retirement plan education. At Mercer HR Services, my scope of work expanded to include managing integrated programs for other human resource benefits and services.-Led and mentored a team of account executives to deliver industry-leading print, online, and in-person campaigns that drove business growth-Oversaw over 50 client relationships with retirement accounts from $30M to $1B+ in assets and from 2,000 to more than 30,000 plan participants-Increased client satisfaction and achievement of specific business goals by producing extensive customized educational campaigns for premier national clients-Successfully directed design, writing, and production teams in the launch and ongoing improvement of core educational materials used by 1M+ plan participants-Delivered sales presentations that helped secure multi-million-dollar business relationships -Launched and managed SAVE, an award-winning retirement plan newsletter

Boston, Ma

Developed and supported the execution of strategic marketing goals in a challenging, budget-conscious, public-sector environment.-Designed and wrote a variety of award-winning communications that increased agencyprogram growth and awareness-Organized special events and press conferences, including radio/TV interviews, seminars, and public information campaigns that fostered community goodwill and media coverage-Represented Authority as spokesperson in response to public interest and media inquiries

Ma, Public Relations And Business Communications

Ba - Dual Major, Broadcast Journalism And Political Science